$164 Million is the total value of RETIREMENT CAPITAL STRATEGIES's 13 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VDE | Exit | VANGUARD WORLD FDSenergy etf | $0 | – | -140,226 | -100.0% | -8.98% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-12-01
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD S&P 500 ETF | 40 | Q3 2023 | 38.5% |
SPDR S&P MIDCAP 400 ETR TR | 40 | Q3 2023 | 11.1% |
VANGUARD TOTAL BOND MARKET INDEX FUND | 36 | Q3 2023 | 29.9% |
VANGUARD SMALL-CAP INDEX FUND | 33 | Q1 2022 | 10.9% |
VANGUARD TOTAL INTERNATIONAL BOND ETF | 32 | Q4 2022 | 12.4% |
INTEL CORP COM | 31 | Q3 2023 | 0.9% |
GENERAL ELECTRIC CO COM | 31 | Q2 2021 | 0.5% |
LPL Finl Hldings Inc | 29 | Q3 2023 | 1.1% |
CISCO SYSTEMS INC | 29 | Q3 2023 | 0.5% |
VANGUARD INTL EQUITY INDEX FD | 25 | Q4 2019 | 4.6% |
View RETIREMENT CAPITAL STRATEGIES's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-14 |
13F-HR | 2024-02-14 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-09 |
13F-HR | 2023-02-07 |
13F-HR | 2022-11-10 |
13F-HR | 2022-07-29 |
13F-HR | 2022-04-21 |
13F-HR | 2022-02-03 |
View RETIREMENT CAPITAL STRATEGIES's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.